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zoho crm Archives - MarksGroupLive.com

Zoho Help: Creating Multiple Values With a Subform

By | Zoho Tips

Zoho help and supportZoho CRM has a lot of interesting and helpful features, but with a little Zoho help, you may also discover some things that you didn’t even know Zoho was capable of. For instance, let’s say you have some information pertaining to a specific contact—or multiple contacts—and you want to track that information. Zoho offers two sets of address fields, including “Mailing” and “Other.” But what options do you have if there’s additional information you need to track?

What not to do

One thing you don’t want to do is create additional sets of address fields. The reason being is that it takes up extra room unnecessarily for contacts with fewer addresses, and when you have one contact that has more than you’ve allotted for, you’re adding more fields.

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How to Use Zoho CRM to Improve Customer Service

By | Zoho Tips

How to Use Zoho CRM to Improve Customer ServiceIf you’re using Zoho CRM for marketing and sales, you may also be wondering how to use Zoho CRM in other ways. One great way to use Zoho CRM is to improve your customer service, and if you aren’t using your CRM system for that already, you’re definitely missing out. After all, this is a big part of what Zoho CRM provides, and keeping current customers satisfied is the best way to increase profits. To do this, it’s crucial to depend on the following customer service metrics:

Open issues

It’s critical to know about any current problems, even if nobody likes hearing about them. They can’t be ignored. Instead of pretending that the problems don’t exist, it’s important to seek them out. It’s simple to track open issues with Zoho CRM, and from this, you can generate a report.

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The 5 Zoho CRM Reports Every Sales Manager Should Be Using

By | Zoho Tips

The 5 Zoho CRM Reports Every Sales Manager Should Be UsingMany sales managers these days get a lot from using Zoho CRM, but alas, there are also many who do not. In order to succeed with Zoho CRM and allow it to help you run your business more efficiently, it’s crucial to get useful data out of it. This is done through Zoho CRM reports. The following are five Zoho CRM reports every sales manager should be using:

The Sales Activity Report

Sales managers spend a lot of their time supervising others, and may spend more time concentrating on those salespersons who are not performing well. This Zoho CRM report will usually show what each salesperson was doing the previous week and what their upcoming plans are. This can allow sales managers to see what exactly their underperforming staff members are up to, including who they’re scheduled to meet with and who they’ll be calling. This gives the sales manager a good opportunity for offering advice and providing other feedback beforehand.

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Tips for Using CRM Database Systems

By | CRM

Tips for Using CRM Database SystemsFor over 15 years, we have been selling CRM database systems. These systems have seen a lot of changes over the years, but when it all comes down to it, they are all databases at their core. You’ll often hear all kinds of buzzwords when it comes to CRM database systems, like “automation” and “workflows.” But these things don’t work too well without one crucial component: the data.

Although these systems can be powerful tools for helping businesses run more efficiently, they often fail when users don’t realize that they are nothing more than databases. Instead, some users get caught up with the bells and whistles of the CRM system and all of the different features. While it’s good to maximize your CRM system and all of its uses, it’s important not to forget that getting the most out of these things means making the data your first priority. Advanced things, like automation and marketing, can’t be done if the data is incorrect.

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Warning: Multi-Lookup Fields Not Supported in Zoho Mobile App

By | Zoho Tips

Multi-Lookup Fields Not Supported in Zoho Mobile AppZoho recently added the multi-lookup type field to Zoho CRM, which allows you to create an N to N relationship between two modules by adding just one field.

Previously, users had to use a custom module. On the surface this seems great; however, if your users prefer the Zoho mobile app, be warned that this field type is not supported in the Zoho mobile app.

A multi-lookup field in the desktop app has a lookup icon that opens a search box.  In the screenshot below, a custom module, Touch Events, has a multi-lookup field called Event Participants that links to the Contacts module.

You can see the lookup icon to the right of the field. When the icon is clicked, a multi-select search box opens, where users can then select multiple contacts to connect to the record.

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Removing Tags in Zoho CRM

By | Zoho Tips

Removing tags in Zoho CRMZoho CRM has so many useful features, and they’re always adding new features to help improve efficiency. The tag feature was initially added to Zoho CRM about two years ago. Tags are a quick and dirty way to slap a record with an open-text entered category, and subsequently be able to pull a list of records with the same tag. Tags are displayed just under the record name at the top of the record for a super convenient reference.

When it comes to adding a tag in Zoho CRM, it’s a fairly straightforward process. But do you know how to remove a tag in Zoho CRM? It can be a little tricky, especially for those new to Zoho CRM. But in our latest blog, we provide simple step-by-step instructions (along with a visual) to help Zoho CRM users easily understand how they can remove tags at any time.

How to remove tags in Zoho CRM

First, you can display a list of records in the module with the same tag, by opening a record and clicking on the tag. To remove a tag from a record, or group of records, you simply select the record(s) from the list and then selectd “Remove Tags” from the drop down “Tags” button.  You can also use this same process to mass add tags to records.

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CRM and Zoho Reporting: 4 Must-Have Reports

By | Zoho Tips

How to use Zoho reportingTo put it simply, a CRM, such as Zoho, is nothing more than a database. With that being said, CRMs have powerful features that can improve sales, service, and marketing effectiveness. But it’s important to take advantage of the reports that are offered through Zoho CRM and other CRM systems. The following are four must-have reports if you’re looking to get the most out of Zoho CRM:

Zoho Issue Reports

Identifying problems is the first step to getting them resolved, which is why these Zoho issue reports are so popular. The problems displayed on these reports could be internal (i.e. a server went down) or external (perhaps there was a customer complaint). Regardless of the details of any issues, it’s important to be aware of them. They are simple reports that provide vital details, such as the type of problem, who’s working on resolving it, notes on any progress, and so on. You can also close out individual issues once they are resolved.

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Zoho CRM Templates and Cloning Capabilities

By | Zoho Tips

Cloning Zoho CRM templatesIt used to be that in order to clone Zoho CRM templates, you had to use the good-ole copy and paste, but no more!  With recent updates to the ever-evolving and improving Zoho CRM, cloning Zoho CRM templates is now just a single click and a fairly simple process. In our latest post, we go over the steps to show you how you can easily clone a template in Zoho CRM in just a matter of seconds.

Cloning templates in Zoho

Cloning templates in Zoho CRM can be done is just three simple steps, as shown below:

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Scheduling Business Hours and Creating Shifts in Zoho

By | Zoho Tips

With Zoho, scheduling shift hours is simpleWith Zoho, scheduling customized business hours and allowing users to specify different hours for each day has never been easier with its new feature update.  You can even create shift hours in specific time zones and assign to specific users.  Here’s how:

  1. Setup->General->Company Details
  2. Select “Business Hours” in the horizontal navigation menu towards the top to open the Business Hours Definition screen
  3. Click “Custom Hours” and set your hours
  4. Click “Save”

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